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POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying following a strategic supply agreement with Lumilens, which includes an initial order and a long-term commercial roadmap valued at over $500 million. Investors are actively discussing the company's ability to scale manufacturing for AI data center infrastructure, while the stock experiences high volatility and intense community debate surrounding warrant dilution and the transition from pre-revenue status to commercial production.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors aggressively position themselves ahead of the upcoming first-quarter earnings report, which will be released before the bell on May 14. The community is actively debating the stock's future, balancing optimistic sentiment about revenue growth and recent institutional accumulation against concerns over dilution and persistent share price volatility.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is rallying as investors pile into the space sector ahead of upcoming Q1 earnings and anticipation surrounding the major NASA LTV contract award. The community is buzzing over the company's recent strategic acquisitions and revenue growth, with many holders focused on the potential for a technical squeeze driven by institutional interest.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is generating significant community buzz as retail investors debate its potential for a short squeeze amid high short interest and recent heavy insider buying. The conversation remains split between those focused on the company's long-term growth and partnerships and those concerned about volatility and macroeconomic pressures.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending as investors react to a positive earnings print, featuring revenue growth and raised guidance that triggered significant premarket buying interest. The community is actively debating the company's long-term valuation relative to its DefenCath commercialization, the impact of recent institutional buying, and ongoing discussions surrounding Medicare reimbursement strategies.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is gaining significant market attention as investors track the final milestones of its Phase 3 REGAL trial, with the community actively speculating on a potential short squeeze driven by heavy volume and high institutional interest. Sentiment is largely bullish, as shareholders highlight the drug's potential as a paradigm shift in oncology and view the impending data readout as a major catalyst for a valuation rerating.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive Inc. is currently trending as shareholders react to the introduction of daily dividend payments on its Variable Rate Series A Perpetual Preferred Stock, alongside a shift in the company's bitcoin treasury strategy. The community is actively debating the potential for future M&A activity and the impact of the upcoming Clarity Act on the company's valuation, while long-term investors remain focused on the potential for BTC accumulation to drive future growth.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending as investors react to a significant earnings beat and raised guidance driven by surging demand for its AI infrastructure. The community is actively debating whether this momentum marks a sustainable re-rating of the company as a key AI player or if it mirrors historical tech bubbles, with many traders focused on the stock's recent record-breaking price action and job restructuring news.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance Corp. ($PSKY) is currently a major focal point as investors closely watch the Warner Bros. Discovery ($WBD) merger process, with the community actively debating the company's valuation, potential shareholder dilution, and the long-term impact of its debt load. Investors are expressing significant frustration over recent price volatility and perceived lack of transparency, while balancing skepticism toward executive compensation against high hopes for the company's future as an AI-integrated media powerhouse.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber, Inc. is trending as investors react to the company's convertible note offering and its strategic positioning as a key infrastructure partner for Cerebras Systems ahead of a highly anticipated IPO. While some in the community express frustration over past management performance and volatile price action, others are focused on the company's capacity expansion and its potential to benefit from the broader AI data center buildout.

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Stock Market Today: Futures Point Higher After S&P 500, Nasdaq Set Latest Records; Cisco Shares Soar

Stock futures rose Thursday, a day after the S&P 500 and Nasdaq Composite set their latest all-time highs, as Cisco Systems shares soared. Meanwhile, investors kept an eye on developments from the...

<ul class="summary-bullets"><li>Marvell stock rose 5% in the Thursday premarket session.</li><li>Earlier this week, AMD disclosed a small yet seemingly strategic stake in Marvell.&nbsp;</li><li>Some retail investors are skeptical about near-term gains after MRVL’s over 130% YTD rally; Stocktwits sentiment for the stock remained ‘bearish’ on Thursday.</li></ul>Marvell Technology shares jumped nearly 5% in premarket trading on Thursday, putting the stock on track for fresh highs, after Cisco’s upbeat quarterly report underscored how the AI boom is trickling down to data center infrastructure and networking solutions companies.The gains come a day after <a href="https://stocktwits.com/symbol/MRVL">MRVL</a> gained over 8%, driven by a new disclosure of Advanced Micro Devices’ stake in Marvell.Meanwhile, Cisco&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/csco-stock-eyes-best-day-in-24-years-as-strong-results-put-spotlight-on-ai-plumbing/cZX1l98Re1J">reported</a> better-than-expected quarterly results after the bell on Wednesday. The company also posted significant growth in AI infrastructure orders from hyperscalers, along with a rising backlog, prompting Cisco to raise its revenue and profit forecasts for the current fiscal year ending in July.“$CSCO shows that AI infrastructure needs networking, security, observability, and operating discipline at scale, and Cisco is now putting numbers behind that position,” Patrick Moorhead, Chief Analyst at Moor Insights,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PatrickMoorhead/status/2054679465457045703?s=20">said</a> on X.“The question from here is how much of the AI networking demand broadens beyond hyperscalers and into enterprise, sovereign, and cloud-adjacent buildouts. That is what I am watching next.”<h2 class="st-heading-2">Marvell, Cisco Seen As Key Players In AI Infra&nbsp;&nbsp;</h2>Marvell and Cisco￼ are competitors in select segments, mainly data center networking and infrastructure silicon. Both compete in areas like Ethernet switches, optical technologies, and AI data center networking gear – Marvell more as a chip and semiconductor supplier.While Marvell￼ also sells enabling silicon to OEMs, Cisco is more focused on end-to-end networking systems and enterprise hardware and software. They overlap most in AI networking and cloud data center buildouts, but Cisco has a much broader enterprise networking business.AMD held 65,516 million shares of Marvell as of the end of March, it disclosed in an exchange filing late Tuesday. The stake was worth $6.5 million at the time and is now worth $10.8 million based on Marvell’s last closing price.<h2 class="st-heading-2">Retail View On MRVL</h2><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_14_at_2_54_29_PM_png_562dba7d48.webp" alt="Screenshot 2026-05-14 at 2.54.29 PM.png" width="1236" height="158"><figcaption>MRVL sentiment and message volume as of May 14 | Source: Stocktwits</figcaption></figure>However, on Stocktwits, the retail sentiment for MRVL remained ‘bearish,’ unchanged from last week. Part of the reason appears to be the stock’s sharp rally over the past few months. MRVL stock is up 133% year to date.“I'm actually bullish (on) $MRVL, but I'm bearish $MRVL at 180; added puts today,” a trader said, summarizing the view.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the logo of Marvell Technology, Inc. is displayed on a smartphone screen.

Why Is MRVL Stock Up 5% In Premarket Today?

Marvell shares gained tracking an upbeat quarterly report from networking market peer Cisco.

Equity

Marvell shares gained tracking an upbeat quarterly report from networking market peer Cisco.


<ul class="summary-bullets"><li>Cisco reported $1.9 billion in AI infrastructure orders from hyperscalers, compared with $600 million in the year prior.</li><li>Analysts and retail investors said Cisco’s role in the AI infrastructure bailout in undeniable.</li><li>Stocktwits sentiment for CSCO was ‘extremely bullish.’&nbsp;</li></ul>Cisco shares gained gained 18.6% in early premarket trading on Thursday, after the networking company reported fiscal third-quarter revenue and profit above analysts’ expectations and raised its forecasts for its financial year, which would end in July 2026.If the move stays in the regular trading session, it would be CSCO's best performance since May 2002.Massive orders for Cisco networking equipment from hyperscale, which are building new data centers at a breakneck pace, boosted the company's Q3 performance.“$CSCO shows that AI infrastructure needs networking, security, observability, and operating discipline at scale, and Cisco is now putting numbers behind that position,” Patrick Moorhead, Chief Analyst at Moor Insights,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PatrickMoorhead/status/2054679465457045703?s=20">said</a> on X.“The question from here is how much of the AI networking demand broadens beyond hyperscalers and into enterprise, sovereign, and cloud-adjacent buildouts. That is what I am watching next.”<h2 class="st-heading-2">Retail View On CSCO</h2>On Stocktwits, the retail sentiment for CSCO climbed to nearly the highest possible level, ‘extremely bullish’ (99/100), and 24-message volume jumped over 1,700%.A trader&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/triniblockchain/message/653295874">said</a> CSCO would be “re-rated as (an) AI stock.” Another&nbsp;<a href="https://stocktwits.com/SeeingGreen21/message/653316258">wrote</a>: “Great time to own a boatload of this (Cisco stock) and see them providing the plumbing for AI infrastructure. Keep going Chuck! Buy some more Astrix type companies… put this company back amongst the hyper scalers.”“4 billion extra revenue to hyperscalers like Google, Amazon, etc. AI buildout doesn’t happen without cisco is all this says,” another trader&nbsp;<a href="https://stocktwits.com/jtstox/message/653287769">said</a>.Over the past year, the company has rolled out a series of products and software targeting AI data centers, a fast-growing segment of the market.The efforts span hardware (chips), software (AgenticOps, IQ, AI agents), and ecosystem partnerships, indicating a shift from traditional networking toward full-stack, AI-ready infrastructure and operational tooling.<h2 class="st-heading-2">CSCO Q3 Earnings Recap</h2>Revenue rose 12% to $15.84 billion, beating analysts’ estimate for $15.56 billion and its own guidance for up to $15.6 billion. The company reported $1.9 billion in AI infrastructure orders from hyperscalers, compared with $600 million in the year prior. Year-to-date orders from hyperscalers have already exceeded the $5 billion target Cisco had set for all of fiscal 2026.Profit in the quarter jumped to $3.37 billion, up from $2.49 billion in the corresponding quarter last year.Cisco now expects $62.8 billion to $63 billion in revenue this fiscal year, which ends in late July,&nbsp; up from a forecast in February for $61.2 billion to $61.7 billion. Profit is expected to be $3.16 to $3.21 a share, up from $3 to $3.08 previously projected, Cisco said.As of their last close,&nbsp;<a href="https://stocktwits.com/symbol/CSCO">Cisco shares</a> had gained over 33% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Cisco logo is displayed on a mobile phone with the digital screen visible in the background in this photo illustration in Brussels, Belgium, on November 11, 2025. 

CSCO Stock Eyes Best Day In 24 Years As Strong Results Put Spotlight On AI Plumbing

Cisco reported better-than-expected third-quarter results and raised its forecasts for the year.

<ul class="summary-bullets"><li>Investors are watching Trump-Xi talks in Beijing and the market implications of Kevin Warsh taking over at the Federal Reserve.&nbsp;</li><li>Reports suggested the U.S. approved several Chinese firms, including Alibaba and Tencent, to purchase Nvidia’s H200 AI chips.&nbsp;</li><li>Cisco shares rose after a major restructuring focused on AI.&nbsp;</li></ul>U.S. stock futures were trending higher early Thursday, driven by a powerful tech rally the previous session that lifted both the S&amp;P 500 and the Nasdaq Composite to fresh record highs. Investors are digesting reports of a potential thaw in U.S.-China tech restrictions and a new era at the Federal Reserve.&nbsp;On Wednesday, the Senate confirmed Kevin Warsh as the new Federal Reserve Chairman in a narrow 54-45 vote. Meanwhile, President Trump and a delegation of tech titans (including Jensen Huang, Elon Musk, and Tim Cook) are meeting President Xi Jinping in Beijing. While the reported H200 chip clearance is a major win for Nvidia, tensions remain high over rare-earth metal supplies and Taiwan.&nbsp;As of 4:00 a.m. ET on Thursday: S&amp;P 500 futures gained 0.2%, Dow futures rose 0.3%, and Nasdaq futures took the lead, rising 0.5%, while Russell 2000 futures were flat.Retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has risen to ‘extremely bullish’ from ‘bullish’ territory earlier in the week, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has moved back into ‘bullish’ from ‘neutral’.Trending Stocks To WatchChina chip breakthrough:&nbsp;The U.S. has reportedly cleared roughly 10 Chinese firms, including Alibaba and Tencent, to purchase Nvidia’s H200 chips, potentially unlocking $20 billion in revenue. Keep an eye out for&nbsp;NVDA and BABA&nbsp;stocks in trade today. Nvidia stock was up 2% in early premarket trade, shrugging off a short-seller report from Culper Research alleging hidden China exposure.Tesla (TSLA) and Micron (MU):&nbsp;Tesla's CEO, Elon Musk, and Micron's CEO, Sanjay Mehrotra, traveled with President Trump’s delegation to Beijing to meet with President Xi Jinping. Investors continued watching for any signs of easing U.S.-China tensions and its impact on trade and operations.&nbsp;Taiwan Semiconductor Manufacturing (TSM) shares rose 2% in early premarket trade after the company has raised its 2030 global market forecast to $1.5 trillion, citing an 11-fold projected increase in AI accelerator demand.&nbsp;Cisco Systems Inc (CSCO): Surged rose 20% in early premarket trade following a Q3 beat and a major restructuring plan to cut 4,000 jobs to pivot toward AI infrastructure.&nbsp;Klarna Group Plc (KLAR):&nbsp;Inching higher in pre-market trade ahead of its earnings report today.According to SEC filings from Wednesday, BlackRock has disclosed a massive increase in its positions in&nbsp;IREN, AST SpaceMobile Inc. (ASTS) and Opendoor (OPEN).Investors will also be tracking the Senate Banking Committee, which is reviewing the Clarity Act, which could allow crypto firms to pay interest on stablecoins. Watch out for&nbsp;CRCL, COIN&nbsp;in trade today.&nbsp;Chipmaker Cerebras&nbsp;is also set to begin trading on the Nasdaq today.&nbsp;Other tickers trending on Stocktwits at the time of writing included EOS Energy (EOSE), Figma (FIG), Ondas Inc (ONDS), and Ford Motor Co (F).Other Catalysts To WatchOn the economic front, investors will be tracking the release of April retail sales and initial jobless claims data at 8:30 am ET today.&nbsp;On earnings radar, watch out for quarterly reports from Yeti (YETI), Viking Holdings (VIK), among others, before the bell. And from the others, all eyes will be on Applied Materials (AMAT) that reports earnings after market close today.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Edge Higher As Trump-Xi Meeting Fuels Optimism: Why NVDA, BABA, CSCO, TSM, KLAR, CRCL Are In Focus Today

Data from Stocktwits shows that retail sentiment around SPY flipped to “extremely bullish,” while tech optimism lifted QQQ sentiment back into bullish territory as AI momentum stayed firmly in focus. 

Nasdaq, S&P 500 Futures Rise As Tech Rally Rolls On: Why NVDA, BABA, CSCO, TSM, KLAR, CRCL Are In Focus

Data from Stocktwits shows that retail sentiment around SPY flipped to “extremely bullish,” while tech optimism lifted QQQ sentiment back into bullish territory as AI momentum stayed firmly in focus. 


Dillard's, Cisco Systems And 3 Stocks To Watch Heading Into Thursday

U.S. stock futures up, Dillard's, Cisco, Applied Materials, Doximity, Legence expected to report earnings. Stocks to watch. Photo via Shutterstock.read more...

European Shares Seen Higher With US-China Talks In Focus

(RTTNews) - European shares may open on a firm note on Thursday as Cisco Systems reported record fiscal third-quarter results for fiscal 2026 and investors pinned hopes on U.S.-China talks yielding...

<ul class="summary-bullets"><li>Nokia said it has embedded new agentic AI capabilities into its fixed-network product portfolio.</li><li>Nokia rival Cisco issued results and forward guidance on Wednesday, which were better than analysts’ projections; the report lifted CSCO shares and lent strength to NOK.</li><li>Stocktwits sentiment for NOK shifted to ‘extremely bullish’ from ‘bullish.’</li></ul>U.S. shares of Nokia Corp. rose 4% in overnight trading heading into Thursday, continuing their sharp ascent, driven by new AI launches, which&nbsp;investors believed would&nbsp;put Nokia in the spotlight as an emerging beneficiary of the AI boom.Nokia stock gained 11.7% on Wednesday, its best intra-day move in nearly seven months. The Finnish giant <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nokia.com/newsroom/nokia-appoints-emma-falck-as-president-of-mobile-infrastructure-and-member-of-the-group-leadership-team/">announced</a> the appointment of Siemens senior leader Emma Falck as Nokia’s new President of Mobile Infrastructure. A day earlier the company said it had embedded agentic AI capabilities into its fixed-network products portfolio for enterprises.With AI agents and natural language interactions across its&nbsp;telecom products Altiplano, Corteca, and Broadband Easy platforms, the beefed-up tools will help telecom providers tackle fiber and Wi-Fi challenges, from design and planning to rollout and operations, modernize operations and reduce costs, Nokia&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nokia.com/newsroom/nokia-launches-agentic-ai-for-home-and-broadband-networks/">said</a>. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_14_at_9_03_24_AM_png_f65495c96a.webp" alt="Screenshot 2026-05-14 at 9.03.24 AM.png" width="841" height="427"><figcaption>Caption: Snapshot of new AI capabilities in Nokia’s products. Source: Company</figcaption></figure>&nbsp;<h2 class="st-heading-2">NOK Stock Rally</h2>NOK’s evening move was supported by a strong report by networking major Cisco, which&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/csco-stock-soars-to-record-highs-amid-expectation-beating-guidance-job-cut-announcement/cZX1I0SReKs">issued</a> results and guidance that topped Wall Street’s projections. CSCO shares were up 20% in overnight trading.NOK stock has surged about 43% since the company’s April 23 earnings report, which impressed investors with progress in shipping hardware for the lucrative data center market.&nbsp;<h2 class="st-heading-2">NOK Q1 Recap, AI Push</h2>Last month,&nbsp;Nokia reported first-quarter comparable sales in line with expectations and comparable profit ahead of expectations. More importantly, the company said its AI-augmented networking offerings are seeing healthy demand and raised the revenue growth target for its network infrastructure segment to 12% to 14% for this year, up from the previous forecast of 6% to 8%."As a result, we are currently tracking somewhat above the ⁠mid-point of ​our full year financial outlook of 2.0 billion to ​2.5 billion euros in comparable operating profit," CEO Justin Hotard said at the time.A series of moves last year had set Nokia on a growth path. The company appointed Justin Hotard – a senior executive with experience at Intel and Hewlett Packard Enterprise – as President and CEO, and acquired Infinera, which significantly strengthened its optical networking portfolio.More recently, Nokia has aggressively expanded its AI-linked portfolio – notably enhancing data center networking switches with breakthrough throughput and AI-enabled automation capabilities – and shifted its focus to only high-margin sectors, such as private 5G for enterprise and defense.<h2 class="st-heading-2">Retail View On NOK</h2>On Stocktwits, the retail sentiment for NOK improved to ‘extremely bullish’ from ‘bullish,’ with the 24-hour message volume jumping 170%.Traders are increasingly viewing the company as an underrated AI play. In the last three months, NOK’s watchers increased nearly 4% and message volume rose over 2,000%.“$NOK waaooh ! Nokia revealed a new agentic AI that lets networks diagnose and repair problems without human technicians,” a trader&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/moidou/message/653291011">said</a>.Another&nbsp;<a href="https://stocktwits.com/MorganHoratio/message/653287605">wrote</a>: “As AI infrastructure matures, capital is rotating from core chips to 'secondary' plays like storage ($MU), cloud power ($NBIS), and networking ($NOK). This rotation is a healthy sign of market deepening.”Nokia shares are up 128% year-to-date. If the gains hold, it would be the best year for the stock since 1999.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cerebras-ipo-priced-above-range-20x-oversubscribed-what-you-need-to-know-about-nvidia-challenger-going-public/cZX1aQ2ReKx">Cerebras IPO Priced Above Range, 20x Oversubscribed: What You Need To Know About Nvidia Challenger Going Public</a>&nbsp;

A Nokia logo is visible at the India Mobile Congress 2025 in Delhi, India, on October 11, 2025. (Photo by Kabir Jhangiani/NurPhoto via Getty Images)

Is Nokia The AI Infra Dark Horse? New Agentic Rollouts Lift NOK Stock Overnight, Win Retail Praise

The AI boom is driving gains for a host of hardware companies in the supply chain, including Nokia.

<ul class="summary-bullets"><li>Nebius reported a 654% year-on-year jump in its Q1 revenue.</li><li>Cisco stock rose after it raised its 2026 AI order forecast to about $9 billion from $5 billion.</li><li>Sellas advanced its leukemia trials, with key Phase 3 results nearing.&nbsp;</li></ul>Nebius Group (NBIS), Cisco Systems (CSCO), and Sellas Life Sciences Group (SLS) each climbed to fresh 52-week highs on Wednesday as investors rewarded companies delivering tangible progress in artificial intelligence infrastructure and drug development.&nbsp;Nebius and Cisco pointed to high demand from hyperscale customers building AI capacity, while Sellas moved closer to a potentially transformative milestone in leukemia treatment.<h2 class="st-heading-2">NBIS Rides AI Infrastructure Momentum</h2>Nebius delivered explosive quarterly growth, with its first-quarter (Q1) revenue surging to $399 million, a dramatic 684% year-over-year increase that exceeded the Wall Street estimate of $388 million. The company also sharply increased its 2026 annual recurring revenue (ARR) outlook, projecting $7 billion to $9 billion.The company further strengthened its AI infrastructure ambitions by securing access to up to 1.2 gigawatts of power capacity for a planned Pennsylvania-based AI computing facility. Investors viewed the move as a sign that Nebius is becoming a major provider of large-scale computing resources.<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> finished Wednesday’s session over 15% higher. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day.&nbsp;<h2 class="st-heading-2">CSCO Expands AI Push</h2>Cisco stock continued its rally overnight on&nbsp; Wednesday after the networking giant substantially raised its forecast for AI-related infrastructure orders. The company now expects approximately $9 billion in AI orders this fiscal year, up from its earlier estimate of $5 billion.The company also revealed restructuring plans that include roughly 4,000 job cuts as it reallocates resources toward AI-focused networking hardware and silicon development. Cisco reported a 12% increase in its Q3 revenue to $15.8 billion with earnings per share of of $1.06, both beating the analysts’ consensus estimates of $15.6 billion and $1.04, respectively, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/CSCO">Cisco stock</a> ended the day at nearl;y 3% higher. Retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;<h2 class="st-heading-2">SLS Advances Cancer Programs</h2>Sellas Life Sciences attracted investor attention after updating on the progress of its Phase 3 REGAL study evaluating Galinpepimut-S for acute myeloid leukemia (AML). The New York-based biotech said the trial is nearing its final event threshold needed for a key data readout.The company said it has begun treating patients in a Phase 2 trial of SLS009 for high-risk AML. It also reported higher cash reserves, with over $107 million to fund its studies.&nbsp;<a href="https://stocktwits.com/symbol/SLS">Sellas Life Sciences' stock</a> finished Wednesday 25% higher, with retail sentiment around the stock turning to ‘extremely bullish’ territory.&nbsp;So far this year, NBIS stock has surged over 147%, while SLS and CSCO stocks have gained 73% and 32%, respectively.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wendy-s-stock-eyes-best-month-six-years-analyst-sees-upside-amid-buyout-revival-buzz/cZX1JrwReKv">Wendy's Stock Eyes Best Month In 6 years: Analyst Sees 46% Upside Amid Buyout, Revival Buzz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nebius Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

NBIS, CSCO, SLS Stocks Hit 52-Week Highs Today: What's Behind The Surge?

Nebius and Cisco grew from AI demand, while Sellas neared key leukemia trial results. 

<ul class="summary-bullets"><li>April producer prices rose 1.4% from the previous month, marking the biggest jump since March 2022.</li><li>Semiconductor stocks rallied on Wednesday, with NVDA rising over 2%, MU gaining 5% and the SMH climbing 2%.</li><li>Markets also digested the Senate’s narrow confirmation of Kevin Warsh as the next Federal Reserve chair.</li></ul>U.S. stock futures edged higher late Wednesday after AI-fueled tech gains pushed the S&amp;P 500 and Nasdaq to fresh record highs despite another hot inflation report.As of 9.45 p.m. ET, Nasdaq 100 futures were up 0.6%, while S&amp;P 500 and Dow futures were up 0.2%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was ‘extremely bullish’ amid ‘normal’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘bullish’ amid ‘high’ message volume.<h2 class="st-heading-2">US Market Drivers</h2>Stocks jumped&nbsp;on expectations of a Federal Reserve rate cut following another hotter-than-expected inflation report, with April producer prices&nbsp;rising 1.4% from the previous month,&nbsp;the biggest jump since March 2022 and topping expectations of a 0.5% rise. Annual wholesale inflation rose to 6%.Both the S&amp;P 500 and Nasdaq Composite notched fresh intraday and closing record highs on Wednesday as traders bet that AI-driven spending would remain resilient even in a tougher macro environment.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>-0.14%</td><td>49,693.2</td></tr><tr><td>S&amp;P 500</td><td>0.58%</td><td>7,444.25</td></tr><tr><td>Nasdaq Composite</td><td>1.2%</td><td>26,402.34</td></tr></tbody></table></figure></div>Semiconductor stocks once again led the rally after Nvidia shares rose over 2% and Micron gained 5%. The VanEck Semiconductor ETF also jumped 2%. The tech rally gained further momentum after Nvidia CEO Jensen Huang joined U.S. President Donald Trump during his Beijing trip to meet Chinese President Xi Jinping, boosting hopes that tensions over AI chip exports to China could eventually ease.The Kobeissi Letter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2054655260652716149">noted on X</a> that the S&amp;P 500 has rallied 18% since the March 30 low, adding $10.4 trillion in market value in just six weeks.&nbsp;Investors are also monitoring Trump’s upcoming meeting with Xi Jinping in Beijing for potential developments on trade relations, semiconductor exports, and comments on the war in Iran and the Strait of Hormuz.Separately, markets also digested the Senate’s narrow confirmation of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kevin-warsh-is-the-us-fed-s-17th-chairperson-senate-approves/cZXLHqxReKp">Kevin Warsh</a> as the next Federal Reserve chair, with investors tracking whether Warsh will maintain the Fed’s traditional independence as inflation pressures continue building and Treasury yields climb.<h2 class="st-heading-2">Trending Stocks To Watch On NYSE, Nasdaq</h2>Cisco Systems (CSCO): Shares surged 20% in extended trading after Cisco issued stronger-than-expected&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/csco-stock-soars-to-record-highs-amid-expectation-beating-guidance-job-cut-announcement/cZX1I0SReKs">quarterly guidance</a> and announced 4,000 job cuts to redirect spending towards AI and networking investments.Intuitive Machines (LUNR): Shares jumped 11% on Wednesday and extended gains after-hours on its selection for the U.S. Space Force’s Andromeda contract ahead of quarterly earnings due premarket on Thursday.Ondas Holdings (ONDS): Shares gained 3% in after-hours trading ahead of quarterly results after World View CEO Ryan Hartman highlighted SkyWeaver, the company’s AI mission autonomy platform jointly developed with Palantir.Nvidia (NVDA): Shares added 1% in after-hours trading as investors monitored Jensen Huang’s China visit alongside Trump, even after short seller&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-draws-attention-as-culper-research-takes-short-position-over-china-ties/cZXLrSBReKF">Culper Research</a> warned that Nvidia faces a “significant China problem” from tightening Beijing restrictions and slowing Chinese demand.Nokia (NOK): Shares logged their best session in over six months after Nokia appointed Siemens executive Emma Falck as the president of mobile infrastructure, boosting optimism around the company’s 5G and 6G network strategy.<h2 class="st-heading-2">How Global Markets Are Performing Today</h2>In broader markets, the benchmark 10-year U.S. Treasury yield hovered near its highest level since July. Gold traded at $4,700 an ounce after slipping for a second straight session, while silver hovered around $87.8 an ounce after extending its sharp May rally.Economist Peter Schiff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2054639879221350510">warned on X</a> that “The yield on the 10-year Treasury is knocking at the door of 4.5%,” adding that once it breaks above the threshold, yields could climb rapidly toward 5%.Oil prices steadied, with Brent crude trading below $106 a barrel and West Texas Intermediate crude hovering around $101. Meanwhile, MSCI’s broadest index of Asia-Pacific shares outside Japan rose 0.4%, while Japanese markets opened strongly and Australian equities traded lower.Among the catalysts for Thursday are key U.S. economic data releases, including April retail sales, retail sales excluding autos, weekly jobless claims, import price index data and March business inventories.&nbsp;Markets will also monitor speeches from Kansas City Fed President Jeff Schmid, Cleveland Fed President Beth Hammack, New York Fed President John Williams and Federal Reserve Governor Michael Barr for additional clues on the Fed’s interest-rate path.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Wall Street bull stands in the financial district near the New York Stock Exchange (NYSE) on November 18, 2025 in New York City. (Photo by Spencer Platt/Getty Images)

Dow, S&P 500, Nasdaq Futures Climb As AI Frenzy Drives Record Rally: Why CSCO, LUNR, ONDS, NVDA, NOK Are In Focus

Investors monitored Trump’s Beijing trip to meet Chinese President Xi Jinping, fueling hopes of easing tensions around AI chip exports to China.

Cisco, Nokia, Ford, Quantum Cyber And Nebius Group: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices ended Wednesday mixed, with the Dow Jones Industrial Average slipping 0.14% to 49,693.20.read more...

$CSCO Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.85 up 34.92% YoY
• Reported revenue of $15.84B up 11.96% YoY
• Cisco expects Q4 FY26 revenue between $16.7B and $16.9B, with non-GAAP EPS of $1.16 to $1.18. For full FY26, Cisco forecasts revenue of $62.8B to $63B.

Stocktwits

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.85 up 34.92% YoY
• Reported revenue of $15.84B up 11.96% YoY
• Cisco expects Q4 FY26 revenue between $16.7B and $16.9B, with non-GAAP EPS of $1.16 to $1.18. For full FY26, Cisco forecasts revenue of $62.8B to $63B.

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Stocktwits Polls

Traders are re-rating this legacy tech giant as an essential backbone for the AI build-out following massive earnings growth.

Nostalgia and skepticism are peaking as the stock reaches record levels reminiscent of the late 90s market frenzy.

Investors are stunned by the stock's 20% surge, labeling it one of the most explosive earnings-driven moves in over two decades.

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Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$1.12	--	--	N/A
Q3 '26	$1.03	$1.06	2.42%	BEAT
Q2 '26	$1.02	$1.04	1.81%	BEAT
Q1 '26	$0.98	$1.00	1.85%	BEAT
Q4 '25	$0.98	$0.99	1.32%	BEAT

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